Financial Analyst, Lateral Investment
Summary
The Strategic Financial Analyst, Lateral Investment, in collaboration with and in support of the firm’s strategic initiatives, plays a pivotal role in supporting the long-term financial direction of the firm. This individual is a technically skilled, curious, and forward-thinking professional who supports decision-making through data-driven insights.
Responsibilities
Prepare timely financial analysis of lateral hire partner candidates, including evaluating historical performance, book of business, profitability potential, and other key metrics to support hiring decisions.
Prepare monthly lateral performance report in support of monthly close, including commentary and detailed analytics.
Enhance lateral financial analysis end-to-end process; working with key stakeholders and technology to automate and standardize workflow and model inputs/outputs.
Track and monitor post-hire lateral performance against approved financial scenarios and market benchmarks, identifying key variance drivers and communicate emerging risks or opportunities for lateral investments.
Identify opportunities to streamline lateral and other financial processes, improve data quality, and increase reporting efficiency through automation and standardization.
Contribute to finance automation efforts, including building and improving simple-language AI agents (e.g., chatbots, cash flow models, validation tools) that support FP&A workflows.
Partner with senior Finance leaders, Recruiting, and Practice Group leadership to present findings, assumptions, and financial recommendations in a clear and concise manner.
Support practice group and firm reporting requirements by providing informative analytics and insights to leadership, with a focus on actionable recommendations and profitability.
Perform ad hoc financial analysis and reporting requests, synthesizing findings into clear takeaways and recommended actions.
Desired Skills
Ability to analyze complex financial and operational data and translate results into actionable insights.
Strong communication and financial storytelling skills; comfortable presenting to non-finance stakeholders.
High energy, eagerness to learn, and interest in applying AI/automation to modernize FP&A processes.
Familiarity with tools such as Python, SQL, Power BI, Microsoft Copilot Studio, Claude, or similar platforms is a plus.
Experience in a law firm, financial institution, or professional services organization is a plus.
Required Qualifications
Strong analytical and quantitative skills.
Proficiency in Microsoft Excel and Microsoft PowerPoint.
Excellent verbal and written communication skills.
Strong judgment, discretion, and ability to handle highly confidential information.
Collaborative mindset with the ability to work effectively across Finance, Talent, and firm leadership.
Ability to manage multiple tasks and meet deadlines.
Collaborative, agile, and curious mindset with an eagerness to learn.
Bachelor's Degree in Finance, Accounting, Economics, Business Administration, Data Science, or a related field.
Minimum of 3 years of experience in FP&A, finance, data analytics, or accounting.